Senior Financial Analyst

Clio; Toronto; Hybrid; CAD 102,000 - 138,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

Hybrid work environment

20 days off per year

Counseling benefit

RRSP matching

RESP contribution

Clioversary program

Job summary

Clio, the global leader in legal AI technology, seeks a Senior Financial Analyst for Corporate FP&A in Toronto. You will own key parts of the company-wide planning and reporting cycle, from the annual budget to monthly reforecasts and Board materials, requiring deep SaaS knowledge and strong modelling skills.

You will partner with cross-functional teams to forecast cash flow, balance sheet items, and KPI reporting, driving data-driven insights and process improvements with AI-enabled workflows.

Qualifications

• Bachelor’s degree in accounting, finance, or related field
• CPA designation is preferred, and experience with US GAAP is an advantage
• 3+ years of FP&A experience in a high-growth SaaS or technology company; experience in accounting, audit, or financial consulting valued
• Hands-on experience running budget and forecast cycles and producing management or Board-level reporting
• Strong three-statement modelling skills and understanding of P&L, balance sheet, cash flow
• Strong understanding of SaaS metrics and KPIs
• Advanced Excel or Google Sheets; experience with connected planning tools (Pigment, Anaplan, Adaptive) is an asset
• Hands-on experience using AI tools (e.g., Claude, ChatGPT, Copilot) for forecasting, commentary, reconciliations, or reporting
• Clear, articulate verbal and written reasoning and storytelling skills

Responsibilities

• Annual operating plan and long-range plan: Build components of the budget and multi-year plan, consolidating inputs into a company-level P&L, balance sheet, and cash flow.
• Budget vs. actuals analysis: Lead variance analysis and deliver commentary on risks and opportunities to the executive team.
• Board and investor reporting: Prepare monthly and quarterly materials with KPI reporting and benchmarking.
• Cash flow and balance sheet: Forecast cash, working capital, and balance sheet items; collaborate with Accounting to improve forecast accuracy.
• Scenario modelling and strategic analysis: Build models to test scenarios and assess financial impact of initiatives and investments.
• Planning systems and data integrity: Own and improve planning model and connections to ERP/HRIS, ensuring clean data and single source of truth.
• Process improvement: Improve speed, accuracy, and automation of planning and reporting with AI-enabled workflows

Skills

Three-statement modelling

SaaS metrics

Advanced Excel/Google Sheets

Data visualization

AI tools experience

Storytelling

Cross-functional collaboration

Budgeting & forecasting

Education

Bachelor’s degree in accounting, finance, or related field

CPA designation preferred

Tools

Pigment

Anaplan

Adaptive

Job description

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.

Corporate FP&A owns Clio’s consolidated view of the business. We lead the annual operating plan, rolling forecasts, and long-range plan, and we produce reporting that goes to our executive team, Board, and investors. Partnering with business leaders across Clio, we turn company strategy into a plan, track how we’re delivering against it, and make sure leadership has an accurate, timely read on performance.

Who you are:

We are looking for an experienced and results-driven Senior Financial Analyst who takes numbers seriously, thrives in a rapid-growth, high-velocity environment, and lives and breathes our values.

As a Senior Financial Analyst on Corporate FP&A, you will own key parts of Clio’s company-wide planning and reporting cycle, from the annual budget and monthly reforecast, to Board and investor materials. This position requires a deep understanding of SaaS business models, strong analytical and financial modelling skills, and the ability to collaborate effectively with cross-functional teams.

What you’ll work on:

• Annual operating plan and long-range plan: Build key components of the annual budget and multi-year plan, consolidating department inputs into a company-level P&L, balance sheet, and cash flow.
• Budget vs. actuals analysis: Lead monthly and quarterly budget vs. actuals variance analysis, pinpoint the drivers behind results, and deliver clear, actionable commentary on risks and opportunities to the executive team.
• Board and investor reporting: Prepare monthly and quarterly executive, Board, and investor materials, including KPI and metric reporting, performance commentary, and peer benchmarking.
• Cash flow and balance sheet: Forecast cash, working capital, and key balance sheet items to support capital planning and treasury decisions, working closely with Accounting to understand the drivers behind actuals and using those insights to improve forecast accuracy.
• Scenario modelling and strategic analysis: Build models that test scenarios and assess the financial impact of strategic initiatives and investments.
• Planning systems and data integrity: Help own and improve our planning model and its connections to source systems (ERP, HRIS), ensuring clean data, reconciled reporting, and a single source of truth.
• Process improvement: Continuously improve the speed, accuracy, and automation of the planning and reporting cycle, including through AI-enabled workflows.

What you bring:

• Bachelor’s degree in accounting, finance, or related field
• CPA designation is preferred, and experience with US GAAP is an advantage
• 3+ years of FP&A experience, ideally in a corporate or consolidated FP&A role at a high-growth SaaS or technology company; experience in accounting, audit, or financial consulting is also valued
• Hands-on experience running budget and forecast cycles and producing management or Board-level reporting
• Strong three-statement modelling skills and a clear understanding of how the P&L, balance sheet, and cash flow connect
• Strong understanding of SaaS business metrics and key performance indicators
• Advanced Excel or Google Sheets skills; experience with connected planning tools (e.g., Pigment, Anaplan, Adaptive) is an asset
• Hands-on experience using AI tools (e.g., Claude, ChatGPT, Copilot) to find efficiencies and automate finance processes such as forecasting, variance commentary, reconciliations, or reporting
• Be passionate about effective and intuitive data visualization
• Be deeply data-driven, analytical, and curious, with strong attention to detail
• Be self-motivated, independent, and deadline-oriented, and able to manage several planning and reporting deadlines at once
• Clear, articulate verbal and written reasoning and storytelling skills, to communicate effectively with audiences at all levels of the organization

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice .

Summary:

What your team does:

Corporate FP&A owns Clio’s consolidated view of the business. We lead the annual operating plan, rolling forecasts, and long-range plan, and we produce reporting that goes to our executive team, Board, and investors. Partnering with business leaders across Clio, we turn company strategy into a plan, track how we’re delivering against it, and make sure leadership has an accurate, timely read on performance.

Who you are:

We are looking for an experienced and results-driven Senior Financial Analyst who takes numbers seriously, thrives in a rapid-growth, high-velocity environment, and lives and breathes our values.

As a Senior Financial Analyst on Corporate FP&A, you will own key parts of Clio’s company-wide planning and reporting cycle, from the annual budget and monthly reforecast, to Board and investor materials. This position requires a deep understanding of SaaS business models, strong analytical and financial modelling skills, and the ability to collaborate effectively with cross-functional teams.

What you’ll work on:

• Annual operating plan and long-range plan: Build key components of the annual budget and multi-year plan, consolidating department inputs into a company-level P&L, balance sheet, and cash flow.
• Budget vs. actuals analysis: Lead monthly and quarterly budget vs. actuals variance analysis, pinpoint the drivers behind results, and deliver clear, actionable commentary on risks and opportunities to the executive team.
• Board and investor reporting: Prepare monthly and quarterly executive, Board, and investor materials, including KPI and metric reporting, performance commentary, and peer benchmarking.
• Cash flow and balance sheet: Forecast cash, working capital, and key balance sheet items to support capital planning and treasury decisions, working closely with Accounting to understand the drivers behind actuals and using those insights to improve forecast accuracy.
• Scenario modelling and strategic analysis: Build models that test scenarios and assess the financial impact of strategic initiatives and investments.
• Planning systems and data integrity: Help own and improve our planning model and its connections to source systems (ERP, HRIS), ensuring clean data, reconciled reporting, and a single source of truth.
• Process improvement: Continuously improve the speed, accuracy, and automation of the planning and reporting cycle, including through AI-enabled workflows.

What you bring:

• Bachelor’s degree in accounting, finance, or related field
• CPA designation is preferred, and experience with US GAAP is an advantage
• 3+ years of FP&A experience, ideally in a corporate or consolidated FP&A role at a high-growth SaaS or technology company; experience in accounting, audit, or financial consulting is also valued
• Hands-on experience running budget and forecast cycles and producing management or Board-level reporting
• Strong three-statement modelling skills and a clear understanding of how the P&L, balance sheet, and cash flow connect
• Strong understanding of SaaS business metrics and key performance indicators
• Advanced Excel or Google Sheets skills; experience with connected planning tools (e.g., Pigment, Anaplan, Adaptive) is an asset
• Hands-on experience using AI tools (e.g., Claude, ChatGPT, Copilot) to find efficiencies and automate finance processes such as forecasting, variance commentary, reconciliations, or reporting
• Be passionate about effective and intuitive data visualization
• Be deeply data-driven, analytical, and curious, with strong attention to detail
• Be self-motivated, independent, and deadline-oriented, and able to manage several planning and reporting deadlines at once
• Clear, articulate verbal and written reasoning and storytelling skills, to communicate effectively with audiences at all levels of the organization

This is a new role.

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance

• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City and Sydney) to be in office min. twice per week.

• Flexible time off policy, with an encouraged 20 days off per year.

• $2000 annual counseling benefit

• RRSP matching and RESP contribution

• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The expected salary range for this role is $101,700 to $137,700 CAD. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion . We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.